Specialist- Business Analytics and Reporting (Canadian Commercial Banking CCB) Specialist- Business Analytics and Reporting  …

Bank of Montreal
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Bank of Montreal
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Specialist- Business Analytics and Reporting (Canadian Commercial Banking CCB)
The Specialist Performance Management Analytics and Reporting is accountable for delivering reporting and analytics across Canadian Commercial Banking (CCB) in support of performance management, including but not limited to scorecard reporting, business performance reporting, and market analysis.

Significant exposure to the CCB businesses is important. The diverse role requires an individual who is an effective communicator and detailed oriented. Reporting and dashboards are delivered through various systems with core tools including Salesforce.com, Spotfire and Excel.

A key component of this role will be to understand the key performance indicators and scorecard metrics used across CCB, and auditing/validating these to ensure the various measures are accurate.
Critical will be partnering with CCB's leaders and executive team to develop and deliver scorecards and analytics accurately and on a timely basis.

Specific Accountabilities:

a)Performance Measurement Strategy and Scorecard Design
b)Production of Scorecards and Business Analytics
c)Salesforce.com Client Relationship Management (CRM) system support, Ad-Hoc and Other

Performance Measurement Strategy and Scorecard Design
Design annual scorecard construct / recommend to senior leaders
Lead/participate in the design, development, and implementation of sales scorecards.
Analyze prior years' performance results and refine metrics to ensure scorecards accurately reflect performance and incent the desired behaviours.
Obtain leadership feedback and approval on scorecard recommendations.
Design target process / constructs
Research and analyze historical information and current trends to support the development of targets for the salesforce providing recommendations to senior leaders.
Report automation / self-serve
Promote reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.
Work with other HQ teams to leverage Salesforce.com, Spotfire and other tools, to create dashboards and reports to communicate scorecards, metrics and other analytics.
Lead/participates in the design, implementation and management of new analytics & reporting solutions.

Production of Scorecards and Business Analytics
Oversee Production and distribution of scorecards
Validate accuracy of scorecards and other reports and take corrective as applicable.
Validate and test models used in analytics and reporting to assess/address performance and compliance.
Automate validation tests to improve quality and efficiency of the data and measures.
Seek feedback from leaders and recommend solutions

Lead the design, development, and implementation of performance management reporting solutions, including the maintenance of dashboards and reports.
Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Document and maintain operational procedures and processes relating to analytical and reporting processes.
Break down problems and analyze data to provide subject matter insights and recommendations
Identify trends to inform decision-making, highlight emerging issues or training opportunities

Salesforce.com, Ad-Hoc and Other
Working with the CCB HQ and using the Salesforce.com CRM, Spotfire and other tools, prepare ad-hoc reports as needed to support business initiatives
Build effective relationships with internal/external stakeholders.
Provide specialized consulting, training, analytical and technical support.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.

Knowledge and Skills:


  • Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

We're here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmocareers.com .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.